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Clinic administrators only
How to invite staff
Add a provider, front-desk colleague, or clinic administrator to the clinic.
Open Staff
Choose Invite staff. Enter the person's details and the email they will use to sign in.
Choose their role
Select Provider — clinical care, Front desk — ops only, or Clinic admin — full ops. Providers will use the provider portal; the other two roles use the clinic portal.
Send and track the invitation
Send the invite and review its status in Staff. Open the member's record to resend their invitation when needed. A name-only roster entry needs an email before the person can receive a login invite.